Federal Government Contracting - LIVE Q&A - Topic: OTA Other Transaction Authorities

J S C H A U S & A S S O C I A T E S - W A S H D C
H E L L O @ J E N N I F E R S C H A U S . C O M
G O V C O N - Q & A C A F E
2 N D F R I D AY O F E A C H M O N T H
1 2 P M – 1 . 3 0 P M [ E A S T E R N ]
C O N T E N T & L I V E Q & A F R O M G O V C O N E X P E R T S
R E C O R D I N G S AVA I L A B L E AT T H E S A M E R E G I S T R AT I O N L I N K
P P T S AVA I L A B L E AT S L I D E S H A R E . N E T

G O V C O N - Q & A C A F E
8 J A N U A RY: C Y B E R S E C U R I T Y / C M M C
1 2 F E B R U A RY: O TA – O T H E R T R A N S A C T I O N A U T H O R I T I E S
1 2 M A R C H : B I D P R O T E S T
1 9 A P R I L : T E A M I N G A G R E E M E N T S
1 4 M AY: S U B - C O N T R A C T I N G
11 J U N E : S A L E S A N D C A P T U R E

G O V C O N - Q & A C A F É - 2 0 2 1
9 J U LY: P R O P O S A L W R I T I N G
1 3 A U G U S T: C O M P L I A N C E
1 0 S E P T E M B E R : O R A L P R E S E N TAT I O N S
8 O C TO B E R : S E T- A S I D E S
1 2 N O V E M B E R : P R I C I N G
1 0 D E C E M B E R : M & A

PROPRIETARY & CONFIDENTIAL
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G O V C O N - Q & A C A F É - 2 0 2 1

G O V C O N - Q & A C A F É - 2 0 2 1
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G O V C O N - Q & A C A F É - 2 0 2 1
Title Date Registration Link Partner
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G O V C O N - Q & A C A F É - 2 0 2 1
A B O U T O U R
C O N S U LT I N G S E RV I C E S F O R F E D E R A L C O N T R A C TO R S :
* M A R K E T A N A LY S I S
* P R O P O S A L W R I T I N G
* P R I C I N G
* C O M P L I A N C E / A D M I N I S T R AT I O N
* M A R K E T I N G & B U S I N E S S D E V E L O P M E N T / C A P T U R E
* G S A S C H E D U L E

G O V C O N - Q & A C A F É - 2 0 2 1
F E B R U A RY 1 2 , 2 0 2 1
OTA – OTHER TRANSACTION AUTHORITIES

G O V C O N - Q & A C A F É - 2 0 2 1
F E B R U A RY 1 2 , 2 0 2 1 – O TA – O T H E R T R A N S A C T I O N
A U T H O R I T I E S
WELCOME & THANK YOU TO OUR
SPEAKERS

G O V C O N - Q & A C A F É - 2 0 2 1
M A R G A R E T C A S S I D Y
C A S S I D Y L AW P L L C
M . C A S S I D Y @ C A S S I D Y L A W P L L C . C O M
2 0 2 - 2 6 6 - 9 9 2 8

G O V C O N - Q & A C A F É - 2 0 2 1
E R I C C R U S I U S
H O L L A N D A N D K N I G H T L L P
E R I C . C R U S I U S @ H K L AW. C O M
( 7 0 3 ) 7 2 0 - 8 0 4 2

G O V C O N - Q & A C A F É - 2 0 2 1
J E R R Y M C G I N N , P H . D .
E X E C U T I V E D I R E C T O R ,
C E N T E R F O R G O V E R N M E N T C O N T R A C T I N G
A T G E O R G E M A S O N U N I V E R S I T Y
J M C G I N N 5 @ G M U . E D U
( 7 0 3 ) 8 9 5 - 7 5 4 4

G O V C O N - Q & A C A F É - 2 0 2 1
L O R N A T E D D E R
T H E M I T R E C O R P O R AT I O N
LT E D D E R @ M I T R E . O R G

G O V C O N - Q & A C A F É - 2 0 2 1
F E B R U A R Y 1 2 , 2 0 2 1 – O T A – O T H E R T R A N S A C T I O N A U T H O R I T I E S
B E N E F I T S O F O TA’ S
 F L E X I B I L I T Y
 S P E E D
 C U S T O M I Z E D A G R E E M E N T S
 A V O I D FA R / D FA R
 M O R E A D A P TA B L E I P P R O T E C T I O N S
 E A S I E R F O R S M A L L , S TA R T - U P B U S I N E S S E S
GAO REPORT: GAO-16-209
Other Transaction Agreements,
Abstract

G O V C O N - Q & A C A F É - 2 0 2 1
R I S K S O F O TA’ S
 P R O T E C T I N G I N T E L L E C T U A L P R O P E R T Y
 U N D E R S TA N D O TA C O S T S
 E S TA B L I S H I N G P R I C I N G T H AT C O V E R S C O S T S
 M E E T I N G T H E C R I T E R I A F O R O TA
 C O M P LY I N G W I T H O T H E R L A W S : FA L S E C L A I M S A C T, C O N F L I C T S O F
I N T E R E S T
 G O V E R N M E N T P R O C U R E M E N T P R O F E S S I O N A L S N O T A LW AY S E X P E R I E N C E D
W I T H O TA ’ S
 I F J O I N I N G A C O N S O R T I U M T O P E R F O R M – P R O T E C T I N G I N T E R E S T S I N
T H O S E A G R E E M E N T S
 M I T I G AT E R I S K S W I T H O TA C O N T R A C T T E R M S

G O V C O N - Q & A C A F É - 2 0 2 1
B E S U R E T O U N D E R S TA N D T E R M S I N T H E O TA F O R E X A M P L E …
 Q U A L I T Y – S TA N D A R D S
 D E A D L I N E S , D E L I V E R Y D AT E S
 W H AT A R E T H E D E L I V E R A B L E S
 H O W T O C O M M U N I C AT E W I T H T H E G O V E R N M E N T
 P R O T E C T I N G I N F O R M AT I O N A N D A S S E T S – I N T E L L E C T U A L P R O P E R T Y
 U S I N G A S S E T S – C O N T R A C T O R ’ S A S S E T S A N D T H E G O V E R N M E N T A S S E T S
 W O R K L O C AT I O N – S E C U R I T Y R E Q U I R E M E N T S
 B R E A C H , T E R M I N AT I O N
 P R I C I N G / C O S T S – F I X E D P R I C E , C O S T, T I M E A N D M AT E R I A L S
 C O N F L I C T S O F I N T E R E S T
 I N V O I C I N G M E T H O D S

G O V C O N - Q & A C A F É - 2 0 2 1
O TA P R O T E S T S
L I M I T E D J U R I S D I C T I O N
C A N P R O T E S T :
U S E O F O TA V E H I C L E O R M E T H O D O F U S E O F O TA V E H I C L E
B U T N O T :
S O U R C E S E L E C T I O N D E C I S I O N
N O W H E R E T O R U N :
G A O , C O F C , A N D F E D E R A L D I S T R I C T C O U R T S H A V E R E J E C T E D P R O T E S T S

G O V C O N - Q & A C A F É - 2 0 2 1
C A S E O F N O T E
S PA C E X V. U N I T E D S TAT E S ( C O F C )
A D M I T T E D P H A S E O N E O F T W O WA S N O T A P R O C U R E M E N T
A R G U E D P H A S E O N E WA S P R O T E S TA B L E B E C A U S E I T WA S A WA R D E D I N
C O N N E C T I O N W I T H A “ P R O C U R E M E N T ” ( P H A S E I I )

G O V C O N - Q & A C A F É - 2 0 2 1
C A S E O F N O T E
O R A C L E A M E R I C A ( G A O )
C H A L L E N G E D A WA R D O F F O L L O W - O N W O R K T O R E A N C L O U D
A WA R D T O R E A N C L O U D C O U L D B E P R O T E S T E D B E C A U S E C H A L L E N G E WA S T O
W H E T H E R O TA R E Q U I R E M E N T S W E R E F O L L O W E D
* I F T H E R E I S A F O L L O W - O N T R A N S A C T I O N WA S I T C O N T E M P L AT E D ?
* WA S T H E P R O T O T Y P E P R O J E C T C O M P L E T E D ?

G O V C O N - Q & A C A F É - 2 0 2 1
O TA A G R E E M E N T S H AV E B E C O M E B I G B U S I N E S S I N R E C E N T Y E A R S
OTA Trends
- Established for NASA in 1958 for
prototyping
- Modest use until 2015
- From FY 2015 – FY 2019, DoD OT
obligations increased from $0.7B to
$7.4B, a 712% ⬆️
- Overall Fed OT obligations increased
from <$2B to $8B over same period
- DoD biggest user of OTs by far in USG
- DIU, AFWERX, SOFWERX, AFC

G O V C O N - Q & A C A F É - 2 0 2 1
O T U S A G E E X P L O D E D D U R I N G C O V I D
FY2020 OT Obligations Overall
- USG Federal OT obligations totaled
nearly $18B in FY2020
- DoD accounted for $16.3B, over
90% of obligations
- Total OT obligations more than
doubled in 1 FY
- Even without COVID OTs, OT
obligations grew by over $1B from
FY19 to FY20
FY2020 COVID OT Obligations
- >$40B of USG Federal COVID spending
March-September 2020
- Of that, $9B spent on OTs
- CARES Act expanded OT authority and
raised funding caps for HHS and DoD
- Allowed use of OTs on larger- scale
projects to foster COVID response
efforts
- OTs heavily used for vaccine development
- DoD biggest user of OTs by far in USG
- DIU, AFWERX, SOFWERX, AFC

G O V C O N - Q & A C A F É - 2 0 2 1
T W O M A J O R C H A L L E N G E S W I T H O TA S , H O W E V E R
• T R A N S I T I O N
• OT Agreements are outside of traditional acquisition channels
• Not governed by FAR
• Not part of respective agency acquisition systems
• OTs are focused on prototype development by nature
• OTs often struggle with transition to programs of record
• A new valley of death
• W H AT C O N G R E S S G I V E T H …
• Congress has significantly loosened OT authorities
• Over or inappropriate OT use, however, could lead to Congressional blowback

G O V C O N - Q & A C A F É - 2 0 2 1
M Y T H S A N D M I S C O N C E P T I O N S
• O TA = M TA ( M I D D L E T I E R O F A C Q U I S I T I O N )
• A D A P T I V E A C Q U I S I T I O N F R A M E W O R K ( A A F ) PAT H W AY D O D
I N S T R U C T I O N S ( P O L I C Y ) I S N / A
• C O M P E T I T I O N N O T R E Q U I R E D
• O T S A W A R D S A R E FA S T E R T H A N T R A D I T I O N A L FA R C O N T R A C T
A W A R D S
• O T A G R E E M E N T S L E A D T O M O R E S U C C E S S F U L O U T C O M E S T H A N
FA R C O N T R A C T S

G O V C O N - Q & A C A F É - 2 0 2 1
W H AT A R E T H E B E N E F I T S O F A N O TA F O R A C O N T R A C T O R ?
M . C A S S I D Y @ C A S S I D Y L AW P L L C . C O M
2 0 2 - 2 6 6 - 9 9 2 8

G O V C O N - Q & A C A F É - 2 0 2 1
W H AT S H O U L D C O N T R A C T O R S D O I F T H E Y D O N ’ T W I N A N O TA ?
7 0 3 - 7 2 0 - 8 0 4 2

G O V C O N - Q & A C A F É - 2 0 2 1
W I L L O T S P E N D I N G – C O V I D A N D N O N - C O V I D - I N C R E A S E I N F Y 2 0 2 1
J E R R Y M C G I N N
( 7 0 3 ) 8 9 5 - 7 5 4 4

G O V C O N - Q & A C A F É - 2 0 2 1
D O Y O U T H I N K B A D P R E S S A B O U T O T H E R T R A N S A C T I O N S W I L L R E S U LT I N
R E S T R I C T I O N S O N T H E I R U S E ?

G O V C O N - Q & A C A F É - 2 0 2 1
W H AT A R E T H E R I S K S O F A N O TA F O R A C O N T R A C T O R
M . C A S S I D Y @ C A S S I D Y L AW P L L C . C O M
2 0 2 - 2 6 6 - 9 9 2 8

G O V C O N - Q & A C A F É - 2 0 2 1
A R E T H E R E A N Y C I R C U M S TA N C E S W H E N A N O TA C A N B E P R O T E S T E D ?
7 0 3 - 7 2 0 - 8 0 4 2

G O V C O N - Q & A C A F É - 2 0 2 1
H O W W I L L A G E N C I E S I M P R O V E T R A N S I T I O N P R O S P E C T S F O R O T S I N T H E
F U T U R E ?
J E R R Y M C G I N N
( 7 0 3 ) 8 9 5 - 7 5 4 4

G O V C O N - Q & A C A F É - 2 0 2 1
W H AT I M P R O V E M E N T W O U L D Y O U L I K E T O S E E I N T H E O T H E R T R A N S A C T I O N
A U T H O R I T Y ?

G O V C O N - Q & A C A F É - 2 0 2 1
NOW OPEN FOR AUDIENCE QUESTIONS

G O V C O N - Q & A C A F É - 2 0 2 1
T H A N K Y O U F O R AT T E N D I N G
T H A N K Y O U T O O U R S P E A K E R S
P P T S A R E AVA I L A B L E O N S L I D E S H A R E . N E T

G O V C O N - Q & A C A F É - 2 0 2 1
A D D I T I O N A L Q U E S T I O N S F O R O U R S P E A K E R S
M A R G A R E T C A S S I D Y E R I C C R U S I U S
M . C A S S I D Y @ C A S S I D Y L A W P L L C . C O M
E R I C . C R U S I U S @ H K L A W. C O M
2 0 2 - 2 6 6 - 9 9 2 8 7 0 3 - 7 2 0 - 8 0 4 2
J E R R Y M C G I N N L O R N A T E D D E R
J M C G I N N 5 @ G M U . E D U LT E D D E R @ M I T R E . O R G
( 7 0 3 ) 8 9 5 - 7 5 4 4

G O V C O N
Q & A
C A F E
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